MVIS Vietnam Index Rebalance: Eight Additions & Some Big Float Changes
There are 8 additions and quite a few float changes to the MVIS Vietnam Index at the March rebalance. The one-way trade is US$80m and over a day of...
290 Views
Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
756 Views
Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
336 Views
Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
479 Views
[Company Report] VGS - Strongly Underpriced
Vietnam Germany Steel Pipe JSC (HNX:VGS) was established as one of the leading steel companies in northern Vietnam under the brand name “Thep Viet...
118 Views